Add Permission Restriction to un-check Posted or Paid on Financial Docs [3,362]
Address Book - Company Usage Window should be much bigger to display information without left/right scrolling [3,392]
Address Book - full security added to all sub tabs in order to help users implement the requirements of GDPR [3,382]
Addresses some of the issues raised forthcoming EU GDPR regulations
Availability Checking - SQL that loads data for processing now 10 times faster [3,445]
Availability GANTT chart. Add option to force Late Returns entries to appear towards the bottom of the chart [3,239]
It can be tedious to scroll past loads of these to get to lists that are coming up.
Configuration Book - Email Templates. Make it possible to DELETE and RENAME templates. [2,180]
As well as introducing these improvements, the editing of Email Templates have other refinements to make the process more intuitive.
Configuration Book - Email Templates. Option needed to ensure that all new users automatically have access to a template [3,306]
"All Users" vs "Selected Users" added to the "Select Permitted Users..." drop down.
Crew and Transport - option to toggle all the "Inc Quote" checkboxes on and off for a Header by clicking column header [3,344]
Offers a quick way to "no quote" for all your Crew or Transport.
Dashboard - Grids support drawing colours [3,365]
Database lookups maintenance - improved performance by factor of five [3,252]
Will be particularly noticible when bulk updates on "register tables" like Hetype.nx1, Company.nx1 etc.
Email Addresses - option added to Config Book, Database Lookups to edit or delete un-linked email addresses [3,410]
Freely entered (un-linked to Address Book entries) email address can be managed from this new interface
Emailing - Incoming emails now tracked by HireTrack and automatically matched to email addresses and outgoing emails. [3,280]
Makes HireTrack NX a one stop shop for managing all correspondence about a job.
Equipment List - Movement grid, Barcodes popup form. Display the user that scanned the barcode [3,339]
Equipment List - hyperlink on subhires summary for line or list to quickly open or focus the subhire in of interest [3,316]
Allows for quicker navigation in the program.
Equipment List - New grid added to header displaying the progress of warehouse operations and all the warehouse operation notes [3,288]
Gives better oversight over what has been done for warehousing operations, particularly for users wanting to use the new "Quick Warehousing" facilities.
Equipment List - Option to preserve line discounts that deviate from the global discount when setting new target price/discount [1,868]
NX now introduces this as a Rule that is then copied to the Equipment List header to give full control over how line discounts are affected by global discount changes.
Equipment List - warehouse menu options moved to "Quick Warehouse" main menu to make functionality more obvious to users [3,277]
Equipment List Editor - add Subhires Summary popup editor for the list [3,315]
Displays all the subhires for the list, including Type Description and a hot link directly to the subhire.
Equipment List Editor - option to Ignore Late Returns to remove "shortages noise" [3,238]
If equipment is back but not checked in, the Late Returns component of the available checking algorithm can make a list going out TODAY look far worse than it is for shortages. Option to ignore Late Returns removes any contribution officially overdue kit is making to availability.
Equipment List Editor - Pricing dropdown needs a user confirmation to change because all the pricing on the list is affected [2,973]
Equipment List editor - security option to hide pricing information from users [3,279]
'Display Equipment List Pricing' option added to User security. If turned off, not only is all pricing information turned, but operations that can affect pricing like changing dates are turned off.
This option designed to facilitate the new "Quick" warehousing options introduced in release 3.1.240.x
Equipment List Editor - Unit Price column. Add button to give use the option to reset the Unit Price to the default for type [3,305]
Allows user to get back to the default daily price, which is particularly useful when you need to charge for a Warehouse Added item.
Equipment List Security - two new options to control who can edit Price Locking [3,257]
"Price Lock My Jobs Only" - users can only edit if they created the job
"Price Lock Any Job" - users can edit any job
If neither options are selected then no editing at all is possible.
GDPR - logging of user's IP address [3,413]
Global Returns - Option for "Single Stage Only" processing [3,241]
When this option is checked a barcode will only be Returned, not Returned and Checked In. This allows system to know that it's back via a fast "scan of the truck", and a proper Check In can take place later.
Help and Support area - option to upload data to support from the System Info page [3,283]
More convenient and less technically demanding than doing this task from the server.
This upload process also encrypts personal data the HireTrack NX database to help meet GDPR commitments.
Also gets around problem of the file server desktop not being available to many users.
Inventory & Prep Notes - Composite components gain a "NoAutoCountOut" flag that stops the type being processed with the master [3,401]
Excludes specific components from being processed by Quantity when a composite master barcode is scanned or when the user enters a Quantity against a composite line. This means that barcodes that you don't want to tie up in a composite barcode can then be scanned for the excluded component.
Inventory Book - Barcodes page. Display the last stock check "seen" date with user that did scan [3,260]
Inventory Book - Barcodes page. Move details to right hand panel and display barcodes in simple grid on the left [3,261]
Makes it easier to scroll through multiple barcodes
Inventory Book - Keep "Manage Barcodes" tab in sync with Equipment Type filter on the "Barcodes List" tab [3,264]
If filtering by a type then going to "Manage Barcodes" already selects this type.
Inventory Book - Keep Items page and Types page in sync on equipment type if Items page has no filters or just a Type filter [3,263]
So when going to the Items page, if there is no filter set or there is an active Equipment Type, set the filter to be the same as the current type on the Types page; similarly, if the Type filter is active on the Items page, then keep the Types page in sync
Inventory Book - ROI tab. Daily Usage graph added [3,346]
The inventory book now displays a graph showing daily rental and subhires usage for the "Get Usage By Day" function.
Inventory Book - ROI tab. Daily Usage now automatically displayed. No need for slow progress bar and button click to display [3,428]
Inventory Book - ROI Tab: Excel export to include Site name in the file name [3,338]
Exported data is now easier to reference.
Inventory Book - some lower areas of the Types page form are unavailable if a monitor resolution is 1050 or lower [3,361]
Job and Global Loans - requirement to be able to loan Consumables, particularly when some Rental equipment supplied with them [3,254]
Job and Global Subhires - Extend "Quick Warehouse" operations to include subhires [3,278]
Late Returns - Add user security to the "Process All" feature [3,349]
Control who is allowed to perform this action.
Late Returns - Return All. Skip Barcoded checked by default and confirmation feedback for including scanned items. [3,248]
Helps to prevent user unwittingly returning stock that should be properly checked with a scan.
Locator/Quick Operations grid now supports auto refresh [3,364]
Login Screen. Make form movable by dragging on border. [3,353]
MagicKeys - prevent user from "un-highlighting" the data in supported controls by single clicking in the editor to set a cursor [3,334]
If the user does this then "listening" apps cannot retrieve data from the control.
Operation Note - Option to show the text of Eqlist Notes by clicking on column header. Option should be "sticky" [3,227]
Operations Note - Introduce a "Select" column so that users can process a specific batch of items in a single go [3,333]
As an alternative to entering the Quantity against each line processed (e.g Prepped), users can use the selected column to specify which lines have been completely processed. A "Process Selected" button then operates on those lines.
Operations Note - make Composite masters and Priced Aliases more salient by displaying in bold and with deeper colour indicator [3,332]
Master lines are now displayed in bold and with a darker indicator colour.
Popstock - set the Smart Search box as the active control with blinking cursor in it so users can start typing straight away [3,368]
Prep Note - Strict Location Scanning option expanded to allow the transfer of scanned items to the Warehouse for the Job [3,405]
So if an item is officially located and stocked in to Warehouse 2 but is actually at Warehouse 1 and NOT on LOAN, by switching to "Transfer Item Locations" the barcode will be moved to Warehouse 1 and stocked out of Warehouse 2.
Prep Notes - Case Code drop down combo boxes also list case IDs that have been assigned to other Prep Notes for a list [3,251]
Thus making it easier for a subhire to be put into a roadcase that had processed on a Prep Local note. All roadcases on an equipment list are available to be selected.
Prep Subhires & Loans - warnings and prompt that block Prepping if previous stages not complete are replaced by Pre-Prep Wizard [3,343]
Shortcut that allows users to "backfill" all Subhires Arrived/Available and Loans Received via a handy Wizard popup form that now appears instead of a warning.
Prep Subhires and Loans: Flexible Roadcasing option displays non subhired/loaned roadcases and allows roadcase additioni [3,250]
With "Flexible Roadcasing" turned on Prep Subhires and Loans will see roadcase types that have been booked on a list without the need to subhire or loan them. Moreover, any scanned and "auto-added" roadcases will appear too. This allows subhires to be allocated to in-house roadcases.
QBE Book: Importing or Cloning a QBE append a unique reference number to the QBE name [3,385]
QBE Book: Saving a QBE now defaults to the QBE name as the filename (rather than no filename) [3,384]
QBE grid can draw data in colour [3,366]
QBE Module - add facility to publish QBEs to the File menu of all forms, allowing user to run them without going to QBE Book [3,363]
Assigning a "Form" to an QBE and a Reporting Group (if user security is needed) will allow users to run the QBE and get results from that form, with a simple grid interface displaying the data.
Rental and Sales Lists - Unit Discount Price column introduced [3,431]
Repair Module - barcode scanning support introduced to find and create repairs [3,242]
Report Engine and Designer - major update to version 19 is now compiled into HireTrack NX [3,450]
Reporting - Re-introduction of quick outputs to file for email, clipboard and export facilities from the print preview [3,304]
Returns and Check Ins - expose the Sections filter [3,325]
Helps users work on specific areas of a return.
Returns Notes - option to "Allow Case Code Scans" introduced to help speed up truck unloads [3,402]
Although cases cannot be guaranteed to contain what they did when dispatched, now and then it is useful to assume that everything is as sent and then just deal with anomalies at the Check In stage
Sage UK 50 Accounts Integration. New "system" QBEs installed, along with a new version of the Sage Connection DLL [3,324]
Sales Lists - Cost of sale fields added and populated for profitability statistics [3,233]
The above fields are only populated if new Rule RentalCostsAsMisc is turned off. In other words, both Rental and Sales costs will be written to Misc Costs if RentalCostsAsMisc is on; if RentalCostsAsMisc is off then both Rental costs (Prep and Usage cost) and Sales Costs are written to Eqlist.Costs and the three new Jobs costs fields.
Sales Lists - Current Cost and Anticipated Cost columns include Qty booked in their subtotals [3,429]
makes it easier to work out margins
Stock Check - if a stock check is active then when "On Job" items are Returned create a "seen" stock check record [3,335]
Although items on jobs are accounted for ins the Stock Check figures, when these are returned users are obliged to add these to the Stock Check in order to be considered seen. Automating this process saves time and removes the possibility of omission errors.
Stock Check - Summary Page. Barcodes list to show "In Repair" for Last Seen if item has been "seen" while in repair bay [3,319]
Helps user to understand why a stock checked item is still not on the shelf.
Subhire Editor - allocation window to have hyperlink to quickly open or focus the Equipment Lists in of interest [3,317]
Allows for quicker navigation in the program.
To help with custom GDPR requirements, the client IP address is new logged when a user logs in [3,371]
Warehouse Activities - Add traffic light indicators to lower grid to make it easier to see the Prep progress of specific lists [3,124]
Warehouse Book - extra "Overdue" tab added to Activities area (now renamed as Advanced Operations) [3,287]
Warehouse Activities (renamed as "Advanced Operations") now has three tabs: Pending, Overlooked, Overdue. The new "Overdue" gives an advance access to ALL late returns, rather than those up to just 7 days late on the Pending tab (needed for optimum performance)
Warehouse Book - New "Quick Operations" page added, giving simplified view of equipment list a customizable search form [3,286]
Levering the power of the in built generic "search form", numerous "views" of equipment lists that need processing can be displayed. Users can then quickly open a list and use the new "Quick Warehouse" menu to process various operations.
Warehouse Operations - critical issues when processing multiple barcodes no long block the processing of "good scans" [3,348]
Allows the good scans to just go through so that problems can be looked at later.